NEWS FROM THE NATIONAL ASSOCIATION OF TOBACCO OUTLETS

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nicnik

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Lots of interesting info, including, but not limited to:
Last year “was a banner year for combustible cigarettes,” said Bonnie Herzog, senior analyst for Wells Fargo Securities, New York, who credited the lift to a financially healthier tobacco consumer, disenchantment with electronic cigarettes and an overall “trading-up” phenomenon.
If cigarette sales were the surprise high point of 2015, vapor sales were the unexpected low. After years of double-digit growth and expansion, MSA showed vape volumes were down 11% across all channels over the past year (down 15% in c-stores and 25% in tobacco shops).

“A lot of stores are starting to get out of this category,” Burke said.
Still, a number of vaping manufacturers and advocates insisted the numbers do not accurately reflect what’s really going on in the category, in part because companies such as Nielsen and MSA do not track internet and vape-shop sales.
 

choochoogranny

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How in the world would they obtain the total figures needed from all the B&M's? Seems to me that it's much easier just to use the tobacco companies' sale figures for their line of cig-a-likes. Also, can they get the sales figures from our Chinese suppliers since they will sell directly to an individual?
 
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Bob Chill

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Cigalike sales being down is no surprise. Mostly because they suck but also there is much more awareness and widespread B&M's so skipping a cigalike for a tank system is much easier nowadays. I don't know anyone who exclusively uses cigalikes anymore. Back in 2013 when I started there were plenty of folks who stuck with them.

I guaranty that tobacco companies internally are quite nervous and things are not "rosy". Which is part of the problem we're facing right now...ugh
 

Bill Godshall

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@nicnik When they refer to e-cigarettes they are talking about cigalikes are they not?
Regards
Mike

The Nielsen and MSA data are primarily cigalikes, as they only include sales data from convenience stores, grocery stores, and drug stores.

Vapor product sales by vape shops, online vendors and most tobacco specialty stores are not included in Nielsen or MSA data.
 

Kent C

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The Nielsen and MSA data are primarily cigalikes, as they only include sales data from convenience stores, grocery stores, and drug stores.

Vapor product sales by vape shops, online vendors and most tobacco specialty stores are not included in Nielsen or MSA data.

Bill,
Have you ever seen any good data (perhaps Bonnie Herzog) on how many vape shops and online vendors there are in the U.S.? Also any reliable figures on how many jobs in the vaping industry? I've looked and I saw Dimitris' estimations 150-250,000 but don't know where he got that.
 
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